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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Atlanta | GA | 03/2015 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 03/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2025 |
| Janney Montgomery Scott Llc | Atlanta | GA | 03/2025 | Present |
Conrod Farms LLC, Winfield, KS. Non-managing LLC Member (05/2011) - family farm. Investment related, not compensated, no active time involved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-23 |
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